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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $45,343-62.3% | $150,298-88.6% | $67,986-74.9% |
| Participation rate | 43.2% | 51.9%-8.7pp | 77.8%-34.6pp | 57.2%-14.0pp |
| Annual return | 13.54% | 33.28%-19.7pp | 62.79%-49.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $224 | $1,462-84.7% | $4,154-94.6% | $2,019-88.9% |
| Participant deferral / active EE | $791 | $2,055-61.5% | $5,453-85.5% | $3,358-76.4% |
| Admin fee / account holder | $1,136 | $2,250-49.5% | $14,116-92.0% | $3,203-64.6% |